Latest Institutional Purchases of Schwab Charles Corp (SCHW)
This list provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
307K+ 153.94% |
$19.5M - $25.5M
|
507K
$46.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
264K+ 156.22% |
$16.7M - $21.8M
|
432K
$39.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
239KNew |
$15.1M - $19.8M
|
239K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
161KNew |
$10.2M - $13.3M
|
161K
$14.8M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
148K+ 2.89% |
$9.38M - $12.3M
|
5.28M
$487M
|
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
100KNew |
$6.33M - $8.28M
|
100K
$9.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
90.4K+ 150.67% |
$5.72M - $7.49M
|
150K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
89.9K+ 104.4% |
$5.69M - $7.45M
|
176K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
87.2K+ 20.26% |
$5.52M - $7.23M
|
518K
$47.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
86.8KNew |
$5.49M - $7.19M
|
86.8K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
81.2K+ 56.88% |
$5.14M - $6.72M
|
224K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
79.8K+ 185.35% |
$5.05M - $6.61M
|
123K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
77KNew |
$4.88M - $6.38M
|
77K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
68.2KNew |
$4.31M - $5.65M
|
68.2K
$6.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
67.1KNew |
$4.25M - $5.56M
|
67.1K
$6.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
66.9K+ 635.46% |
$4.24M - $5.54M
|
77.4K
$7.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.4KNew |
$2.3M - $3.01M
|
36.4K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
35.7K+ 111.04% |
$2.26M - $2.96M
|
67.9K
$6.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.7K+ 167.58% |
$2.2M - $2.88M
|
55.5K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
34.3KNew |
$2.17M - $2.84M
|
34.3K
$3.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
33.1K+ 217.05% |
$2.1M - $2.74M
|
48.4K
$4.46M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
32.9KNew |
$2.09M - $2.73M
|
32.9K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
PUT |
31.5KNew |
$1.99M - $2.61M
|
31.5K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
20KNew |
$1.27M - $1.66M
|
20K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
17.8KNew |
$1.13M - $1.48M
|
17.8K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
16.6KNew |
$1.05M - $1.37M
|
16.6K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.3KNew |
$970K - $1.27M
|
15.3K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.1KNew |
$955K - $1.25M
|
15.1K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
14.8KNew |
$935K - $1.22M
|
14.8K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
12.6KNew |
$799K - $1.05M
|
12.6K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
11.8K+ 315.92% |
$747K - $978K
|
15.5K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
10.1KNew |
$641K - $839K
|
10.1K
$935K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
8.49KNew |
$538K - $703K
|
8.49K
$784K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.17KNew |
$517K - $677K
|
8.17K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
8.15KNew |
$516K - $675K
|
8.15K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
8KNew |
$506K - $663K
|
8K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.71KNew |
$488K - $639K
|
7.71K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
7.65K+ 40.73% |
$484K - $634K
|
26.4K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.49KNew |
$474K - $620K
|
7.49K
$691K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.26K+ 148.64% |
$460K - $602K
|
12.1K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
7.2KNew |
$456K - $596K
|
7.2K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.26KNew |
$396K - $518K
|
6.26K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.71KNew |
$362K - $473K
|
5.71K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.66K+ 4.42% |
$359K - $469K
|
134K
$12.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5.49KNew |
$347K - $455K
|
5.49K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.45KNew |
$345K - $451K
|
5.45K
$503K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.35K+ 1.61% |
$339K - $443K
|
337K
$31.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5.24KNew |
$331K - $434K
|
5.24K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.2KNew |
$329K - $431K
|
5.2K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$311K - $406K
|
4.91K
$453K
|